Kyle Bass, CIO of Hayman Capital, sits back down with Raoul Pal in order to finally reveal the opportunity that he called “the most asymmetric trade ever seen in my entire life.” Bass follows up on his earlier thoughts on China, and lays out the logic behind his thesis. He also delves into the relevant historical context, and discusses the risks to the financial system posed by an overvalued property market. Filmed on April 24, 2019 in New York.
The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
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